Combine the best of two powerful platforms for seamless workflows and collaboration. Microsoft 365 for Document Editing enables real-time edits, comments, and updates across Microsoft-native files that automatically sync to OnBoard. So, stop juggling platforms and searching for the most up-to-date files with seamless collaboration in OnBoard across Word, Excel, & PowerPoint. With everyone working on the same version of the document, there’s no risk of confusion or conflicting changes. It’s all there, in one place.

1. Microsoft 365 Integration for
Document Editing
A deep dive into this new feature
May 11, 2023
OnBoard | ©2023 Passageways Inc. Confidential. All Rights Reserved.

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Today’s Speakers
Andrew Sompels
Customer Education
Manager
Michelle Enfield
Senior Product Marketing
Manager

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Housekeeping
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Please ask questions
at any time using the Q&A Button
Chat or ”raise your hand” if you
need anything
Attendee Mics are muted by default

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Confidentiality & Roadmap Disclaimer
The information in this presentation is confidential and proprietary to OnBoard and may not be disclosed without the
permission of OnBoard. This presentation and OnBoard’s strategy and possible future developments, products and or
platforms directions and functionality are subject to change and may be changed by OnBoard at any time for any
reason. The information in this presentation is not a commitment, promise or legal obligation to deliver material, code
or functionality. This presentation is for informational purposes and may not be incorporated into a contract. OnBoard
assumes no responsibility for errors or omissions in the document. All forward –looking statements are subject to
various risks and uncertainties that could cause actual results to differ materially from expectations.
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Agenda
1. Product Roadmap
2. All about Microsoft 365 Integration for Document Editing
3. A demo of Microsoft 365 Integration for Document Editing
4. Wrap-up & Q&A

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What we do:
Inspire and enable organizations to
do their best work in a digital
world.
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About our Audience Today
Industries
• Associations
• Banks
• Credit Unions
• Education
• Government
• Healthcare
• Nonprofit
• Technology
• Transportation
• Utilities
Roles
• Board Chairs
• Board Members
• General Counsel
• Chief Executives/Presidents
• Administrative Assistants
• Directors

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Polling Question:
What do your board members currently use for
collaboration when preparing for your board
meetings?

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Polling Question:
What meeting superpower do you wish you had?

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OnBoard Roadmap
A look at what we’ve recently released and what is in the works
Recent Releases
New Updates from the last few months
• Microsoft 365 Integration for Document Editing
• Diversity Reporting
• Skills Tracking Enhancements
• Mobile User Profile & Directory Improvements (iOS & Android
Apps)
• Additional Mobile Improvements
• Diversity Reporting – Export Functionality
• Document Publishing Control
• Annotation Improvements
• Watermarking documents (downloaded & printed files)
• International settings for date/time format
• Microsoft Teams Video Integration
Soon
Things we are working on

11. Microsoft 365
Integration for
Document
Editing

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Microsoft 365 Integration for Document Editing
Why have we developed this feature?
• One of our most requested features from Admins
• We thought this would be a way to help make common processes easier
• Another way to for you to collaborate more efficiently with your team
Great for:
• Pre-meeting planning and preparation
• Post-meeting collaboration
What is it?
• The ability to open Word, PowerPoint, and Excel files that you’ve stored in OnBoard directly
into an online editor

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Microsoft 365 Integration for Document Editing
• Open Microsoft 365 Word, Excel or PowerPoint documents stored in
your OnBoard Resources or attached to Agendas directly into an online
editor
• Edit your files in real-time with your team members
• Your edits will save automatically right within OnBoard to ensure files
are secure and easily accessible
• Users with Microsoft 365 accounts can set up integration easily in just
a few clicks
• Available in the OnBoard Web app. Availability in iOS and Android is
TBD. You can also use the browser on your mobile device.
How does it work?

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Microsoft 365 Document Collaboration
• Increase efficiency by editing your Microsoft 365
documents directly into an online editor.
• Work on your files in real-time with other team
members and see who else is reviewing the
document.
• Keep better track of the most recent version,
ensuring everyone is on the same page.
• Set permissions to ensure information is shared with
its intended audience.
• Available in Premium & Ultimate Plans – Contact
your customer development specialist for more
information.
Key Benefits

15. Demo Time!

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Polling Question:
Would you like to learn more about Microsoft 365
Integration for Document Editing?

18. Contact & Help
OnBoard Sales Team
765.535.1882
More@onboardmeetings.com
OnBoard Customer Success Team
OBpros@onboardmeetings.com
Technical Support: (765) 535-1880, option 1
help@onboardmeetings.com
Online knowledgebase
onboardmeetings.com

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